Market Ethos

Style Post-Mortem: Learnings from 2022

July 17, 2023. Market Ethos. With the benefit of hindsight, our post-mortem dives deep into previous portfolio decisions, what drove our value/dividend tilt in 2022…

21 minute read

Crane lifting and stacking boxes, building up

Market Ethos

Labour market still strong

July 10, 2023. Market Ethos. The labour market is relatively healthy on the surface. But don’t forget, labour lags. And many of the underlying data…

16 minute read

Market Ethos

Dancing sober rarely lasts

June 26, 2023. Market Ethos. If the punch bowl is stimulus, it is safe to say that over the past number of years the market…

17 minute read

Market Ethos

What’s driving dividend divergence?

June 19, 2023. Market Ethos. This week, we are diving into the dividend space. Growth is by far the best-performing factor this year, but looking…

21 minute read

Market Ethos

It’s priced in…or is it?

June 12, 2023. Market Ethos. This is an interesting time for investing. Parts of the market are rich with euphoria and are paying no mind…

20 minute read

Market Ethos

Going for gold

May 29, 2023. Market Ethos. Gold remains a stone throw from a key resistance level despite cooling inflation and higher yields. If a recession is…

16 minute read

Market Ethos

Selling the tip

May 23, 2023. Market Ethos. In this week's Market Ethos, we discuss leaning more towards ‘selling the tip’, or perhaps ‘trimming the tip’. Shorter-term, maybe…

16 minute read

Market Ethos

The market is saying something

May 15, 2023. Market Ethos. When good news fails to lift markets higher, the market is saying something and we should all listen. In the…

18 minute read

Market Ethos

Know when to lean

May 8, 2023. Market Ethos. Any way you slice it, markets have soured a bit, even with a strong bounce following Friday’s labour report. We…

15 minute read